Sizemore 401(k) plan

Sizemore, Inc., Augusta, GA. EIN 58-1026894. Annual reports 2009–2025. Also filed as Sizemore, Inc.

Sizemore, Inc. has one active retirement plan on file, the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc., with 12,129 participants and $5.1 million in assets in 2025. Mutual of America has been its recordkeeper since 2019. No traditional pension plan appears in Sizemore's filings since 2009.

Active plans: 1
Participants: 12,129
Plan assets: $5.1 million
401(k) recordkeeper: Mutual of America
Plans on file: 1
Industry: Business services

The plan

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 58-1026894
Participants (2025): 12,129
Net assets (2025): $5.1 million
Recordkeeper: Mutual of AmericaEarlier: MassMutual (2016–2018)
Plan administrator: Sizemore, Inc.
2003 Gordon Hwy
Augusta, GA 30909
(706) 736-1456As filed for 2025
In effect since: August 1, 1995

Earlier plan names: Sizemore, Inc. 401(k) Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	12,129	$5.1 million	Mutual of America
2024	9,582	$4.1 million	Mutual of America
2023	6,861	$3.2 million	Mutual of America
2022	2,445	$2.9 million	Mutual of America
2021	2,487	$3.2 million	Mutual of America
2020	2,628	$2.5 million	Mutual of America
2019	2,068	$2.1 million	Mutual of America
2018	1,615	$1.6 million	MassMutual
2017	2,281	$1.7 million	MassMutual
2016	1,795	$1.3 million	MassMutual
2015	2,257	$1.1 million	not listed
2014	2,257	$974,787	not listed
2013	2,089	$1.2 million	not listed
2012	1,965	$1.1 million	not listed
2011	1,088	$867,207	not listed
2010	975	$873,377	not listed
2009	986	$784,794	not listed

If you had money in one of these plans

Call Mutual of America (mutualofamerica.com), which runs the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((706) 736-1456). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.

If you had money in one of these plans

What these numbers are

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